Creating a new custom role is a great way to set user permissions on your application to match your needs exactly. (Read all about roles.)
To create a new role:
In the menu bar on any application page, click Customize > Create a new > role.
Name the role.
Enter a name in the popup that appears. You can also click the Properties tab at any time and enter a name and description (optional) for the role.
Set the access permissions for the role.
Click the Permissions tab and configure the role.
If you want, remove some interface elements.
You can control some Web page elements that QuickBase displays to users in this role. To do so, click the User Interface tab and select the desired options. (Read detailed instructions.)
Click Save.
Tip: As you create roles, you can test them yourself to make sure that users in that role are able to see and do exactly what you want. Read more about testing roles.